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Corporate Trust

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Overview

You can rely on our professional staff of Certified Corporate Trust Specialists to assist you with all aspects of your corporate trust needs, from custody and safekeeping and bond administration to escrow services. You'll get attentive, personalized service and innovative solutions tailored to your unique situation and needs. We partner with municipalities, schools, cities, counties, utilities, educational institutions and health care facilities.

We maintain positive working relationships with your professional partners, including bond counsel, financial advisors, underwriters, auditors and calculation agents.

Escrow ServicesUnion Bank & Trust will serve under the Escrow Agreement to safekeep assets or perform transaction at arm’s length for two or more separate parties. Examples include private subscription offerings, refunding of existing debt issues, capital raises, business mergers, work guarantee/performance escrow, and software safekeeping.

Disclosure Dissemination Agent In the event that you’re looking for a dissemination agent, Union Bank & Trust can serve in that capacity even if we do not serve as Trustee or Paying Agent/Registrar on bond issues you're responsible for.

Acting as disclosure dissemination agent, we'll distribute certain continuing disclosure with respect to the Bonds in accordance with Rule 15c2-12 of the United States Securities and Exchange Commission (SEC), under the Securities Exchange Act of 1934, as may be amended, to the Municipal Securities Rulemaking Board (MSRB) through a dataport maintained with Electronic Municipal Market Access (EMMA).